Regularly reviewing and updating your estate plan is critical to ensure that your wishes are accurately reflected as your life circumstances change.

Regularly reviewing and updating your estate plan is critical to ensure that your wishes are accurately reflected as your life circumstances change. Over time, significant events such as marriage, divorce, birth or adoption of children, changes in financial status, or new laws can impact your estate planning needs. by revisiting your plan every few years, you can make necessary adjustments to your beneficiaries, appoint new guardians, update your Will, or revise Trusts to ensure that your assets are protected and distributed according to your current intentions. Keeping your estate plan up to date provides peace of mind and helps avoid potential disputes or complications for your loved ones in the future.

If you would like helping reviewing and updating your estate plan or if you need to start from the beginning and create an estate plan from scratch, give us a call at 253.858.5434 to set up an appointment today. We proudly represent clients throughout Washington and Idaho and are available to meet in person, by phone, or via video conference.